InSite Prepress Portal
System
Version 6.0
Quick Start Guide
English
Copyright
© Kodak, 2009. All rights reserved.
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Contents
1
Accessing Prepress Portal...1
What is InSite Prepress Portal?...1
Checking your system configuration...1
Logging on and off...1
Getting help...2
Changing your password...2
Viewing your roles...3
2 Setting up other users...5
Creating users...5
Creating user groups...6
3 Working with jobs...9
Creating a job...9
Editing job properties...9
Finding and viewing jobs...10
Managing user access to jobs...12
4 Working with pages...15
Uploading files or folders...15
Creating secure links...16
Asking users to review or approve pages...17
Annotating pages in Smart Review...18
Smart Review tools...19
Working in a group session...21
Approving pages...22
1
Accessing Prepress
Portal
What is InSite Prepress Portal?
The Kodak InSite™ Prepress Portal system is a Web portal to the prepress environment that lets printers and their customers work with print jobs over the Internet. Prepress Portal helps to manage the proofing, correction, and approval process so that it is more efficient.
Checking your system configuration
You can check that your system is configured properly to run all Prepress Portal features successfully. If you run the test after you log into Prepress Portal, and there are problems, you can send the details to your system administrator in an e-mail message.
The first time that you use Prepress Portal, check your computer to ensure compatibility.
1. Open a Web browser, and type the address (URL) of the Prepress Portal server.
If you do not have the Web address, contact your service provider. 2. On the Login page, click System Diagnostics.
Prepress Portal runs a diagnostic check of your system and displays a report.
Tip: The System Diagnostics button also appears in the footer of all Prepress Portal Web pages.
Logging on and off
Requirements: You must have a high-speed Internet connection (64 kilobits per second (kbps) or higher).
On a Apple Mac® computer that is running the Apple Safari™ software, you must allow files to open automatically after downloading. In the Safari software, select Preferences. On the General tab, select Open
"safe" files after downloading.
For a complete list of supported operating systems and Web browsers, see the InSite Client Configuration technical bulletin, available from Kodak eCentral®, the Internet portal at https://ecentral.kodak.com/. 1. Open a Web browser, and type the address (URL) of the Prepress
Portal server.
If you do not have the Web address, contact your service provider. 2. On the Login page, type your user name and password, and select a
language. 3. Click Login.
4. To log off, click Logout in the top-right corner of the toolbar.
Getting help
For complete instructions on performing an action in the Prepress Portal software, see the Prepress Portal Help.
In the software, in the top-right corner of the toolbar, click Help.
Changing your password
All users can change their own passwords.
Your company may require strong passwords for logging in to Prepress Portal. Strong passwords have at least eight characters and a
combination of different types of characters.
1. To edit your user profile, click your name in the top-right corner of the toolbar.
2. Click Change Password.
3. Type your current password and your new password in the boxes.
4. Click Update.
Viewing your roles
The actions that you can perform in Prepress Portal depend on the roles that you are assigned. Roles are collections of user rights.
For example, if you have the customer role of Customer Administrator role and the job role of Approver, you can create new user accounts and approve pages.
If you cannot perform an action, check your roles to ensure that they include the required user rights.
1. Click your name on the toolbar.
2. In the User Roles area, view your assigned roles.
3. Click i to view the user rights contained in the role.
2
Setting up other users
Creating users
Create a user account for each person who will use Prepress Portal. This enables you to accurately track who performed actions on a particular job.
Requirements: Your customer role must include the Modify Customer right and the View Users right.
You can add, change, or remove a user’s roles whenever required. For information about creating multiple users at once, see the Prepress Portal Help.
1. On the toolbar, click Administration.
3. Type the user information and assign roles to the user.
4. Click Create.
Creating user groups
Create groups to streamline the process of setting job access and requesting user reviews when there are many people with different roles and responsibilities working on jobs. For example, if you have one group of users who only review pages, create a Review Only group. Requirements: Your customer role must include the Modify Customer right and the View Users right.
A customer user can belong to more than one group. When creating a user or user group, you specify the roles. You can add, change, or remove a group’s roles whenever required.
1. On the toolbar, click Administration. 2. Click Create User Group.
3. Type a name for the group, select the members who should belong to the group, and assign appropriate roles.
4. Click Create.
3
Working with jobs
Creating a job
Requirements: Your job role must include the Create Jobs right. 1. On the home page, click Create Job.
2. Type a job name. If desired, type a job description, job code, or project code.
3. To allow other users to access to the job, click Add Existing Users, select the check box beside the name of each user who needs access, and select a job role for each user.
4. Click Create.
Editing job properties
Requirements: All users can edit the job's description, job code, and project code, and view the upload processing rules that are assigned to the job. You must be a staff user to add or remove upload processing rules.
2. In the Job Info area, modify the job's description, job code, and project code. You can also view any job template that is assigned.
3. In the Upload Processing Rules area, you can view the rules that are enabled for this job.
Only staff users can enable and disable rules.
When a user upload files, the files are processed automatically using the enabled processing rule. If more than one rule is enabled, the user selects a rule before uploading the files.
Finding and viewing jobs
On the home page, you can search for jobs and filter your view of jobs. After you select a job, you can view summary information, the job pages, the history of actions taken in the job, and a list of files that you can download.
Requirements: Your job role must include the View All Pages right and the Download Files right.
Note: If your job role does not include the View All Pages right, the Pages tab does not appear. If your job role does not include the Download Files right, the
Downloads tab does not appear.
1. In the Jobs view, find and open the job by performing one of the following actions:
● Click the job name in the list of recent jobs.
● In the Status list, select a job status to filter the job list, and then click the job name.
● In the Search Jobs box, type a job name to search the list, and then click the job name.
The Job view contains four tabs: Summary, Pages, Downloads, and History. The tabs that you see depend the rights associated with your job role.
2. View details about the job.
Summary tab: This tab provides basic information about the job and
allows you to perform job-level tasks, such as editing the job properties or managing access to the job.
Tip: Click the triangles to show or hide information for each area.
Pages tab: This tab displays page thumbnails and other information
about the pages in the job. Change the pages you see by filtering the pages or by selecting a page group. Set the appearance of the pages by changing the thumbnail size or the view. Select pages to perform actions on them, such as requesting reviews.
1 2 3
4
1 Filter the pages.
2 The current view is Gallery View. Click List View to see who has been asked to review or approve each page.
3 The current thumbnail size is medium. Select a check box to change the size.
4 Select a page to perform actions on it, such as requesting approval or review.
Downloads tab: This tab displays the files that you can download. History tab: This tab displays who made changes to pages, what
changes were made, and the date and time of the changes. You can choose to view the history of files uploaded, changes to the job information sheet, and a list of secure links that have been created for this job.
Managing user access to jobs
You can control which users can work with specific jobs within Prepress Portal. To do this, you manage access.
Requirements: Your job role must include the Manage Access right. Managing access is not the same as assigning user roles. Access is the user’s ability to work on certain jobs. User roles are the specific actions that the user can do while working in a specific job within a specific customer account. You can assign a user different roles for each job that they have access to.
1. In the Jobs view, click the name of the job that you want to work with.
2. Click Manage Access.
3. To modify user access to the job, perform either of the following steps:
● In the Job Role column, select a job role beside each user who should have access to this job. Select None beside each user who should not have access to this job.
● If you have access to another customer's account and you want to an give their users access to the job (for example, to a graphic designer who works for several customers), click Add Existing
Users. Expand the customer's name, select the check box beside
each user who should have access to the job, and click Select. 4. Click Apply.
4
Working with pages
Uploading files or folders
When you upload files or folders to Prepress Portal, they become available for others to download. If the job is enabled for processing, the files also become available for review and approval.
Requirements: Your job role must include the Upload right.
1. In the Jobs view, click the name of the job that you want to work with.
2. On the Summary tab, click Upload Files.
3. Drag files or folders from your desktop or network into the Upload Files dialog box, or browse to locate the folders and files.
4. In the Process With box, select an upload processing rule.
5. If desired, type a name for the upload and type a note describing the upload.
The note appears on the Summary tab and in the e-mail notification sent to users who are notified when files are uploaded.
6. Click Upload.
If you have a job role that includes the Upload Processing right, and if the job is enabled for processing, the Upload Processing window appears when the upload is finished. You can close the window; processing will continue.
Creating secure links
You can set up an e-mail link to the pages in a job that doesn't require the user to have a Prepress Portal account. The Secure Link feature opens a view directly into the pages that you want the user to review or approve.
Requirements: Your job role must include the Create Secure Link right. 1. On the job's Summary tab or Pages tab, click Email Secure link. 2. In the Initial View area, select how the pages will display when the
user first clicks the e-mail link. For example, you can have them appear in gallery view, in a Adobe Flash® preview (where the user can flip pages) or in Smart Review (for full review capabilities). 3. If you want the user to be able to review or approve pages, select
User can review pages or User can approve pages
4. Set a password that the user must enter to access the pages. Send the password to the user in a separate e-mail; do not include it in the secure link e-mail message.
5. Type the e-mail addresses of the users that you want to receive a secure link.
6. Click OK.
Asking users to review or approve pages
You can ask users to review pages or to give final approval for printing. Requirements: Your job role must include the Request Approval of Work In Progress Pages right.
1. In the Jobs view, click the name of the job.
2. On the Pages tab, click select under the pages that you want reviewed or approved, or click Select All.
3. Click Request Approval.
4. Select the people or groups who you want to review or approve the pages. Beside each name, select Final Approval or Review.
5. Click Request Approval.
The Pages tab now shows the users who have been asked to review or approve each page.
Note: You must click List View to see details of the requested approvals.
Annotating pages in Smart Review
Requirements: Your job role must include the Annotate right. On the job's Pages tab, click Smart Review or click an image thumbnail.
The pages open in Smart Review.
1 3 4
6 7 8 5 2
1 The current view is Thumbnail View. Click here to change to List View. 2 Undock the page list.
3 If you review the page and it is not OK, or corrections are needed, click Reject Page. 4 If you review the page and it is OK, click Approve Page.
5 If corrections are needed, use the annotation tools to mark your changes. 6 To view a different page, click the page thumbnail.
7 Use the navigation tools to zoom, pan, or rotate the image, and to switch between pages. 8 Drag the thumbnail on the navigation panel to move around the page.
Smart Review tools
Your job role determines which Smart Review tools are available to you.
Annotation tools
The annotation tools appear on the right side when you open Smart Review. Grey highlighting indicates the tool is in use.
Pan across the page
Zoom in on an area of the page Zoom out on an area of the page Make a text annotation
Add a text stamp Draw a free-form line Draw a straight line Draw a rectangle Draw an oval or circle Measure using a ruler Measure a rectangle area Position a horizontal guide Position a vertical guide Measure color density
Navigation tools
The navigation tools appear below the Smart Review screen, except when you are in Full Screen mode. To show the navigation tools in Full Screen mode, move the mouse.
Rotate the image
Turn separations on and off
View versions (Kodak Prinergy® only)
Open the Annotations Manager
Open the Preflight Manager (Prinergy only) View page information
View a single page
View a reader spread Compare two pages
Go to the previous page or the next page
Best fit to screen
Fit the page to the screen width Show the page at actual size
Switch between Full Screen and Window mode
Working in a group session
When two or more people review the same page in Smart Review at the same time, it is known as a group session.
Requirements: Your job role must include the Annotate user right. The number of users who are currently viewing the job appears in the upper-right corner of Smart Review.
The icon beside a reviewer’s name indicates whether that person is using a calibrated monitor.
Reviewer's monitor is color-calibrated. Reviewer's monitor is not color-calibrated.
You can join a group session at any time.
1. From the Window menu, select Group Manager. 2. Click the Join Session icon.
You can chat with other users in the group session by selecting
WIndow > Chat.
3. To leave the session, click the Leave Session icon.
Approving pages
You can approve or reject pages in Smart Review or on the job's Pages tab. In Smart Review, you can also request corrections for pages. Requirements: Your job role must include the Give Final Approval right. In Smart Review, you can approve only one page at a time. On the job's
Pages tab, you can approve multiple pages at once.
1. If you are approving a page in Smart Review, select the page, and click .
If you are approving pages on the job's Pages tab, select the pages, and click Approve.
2. Select one of the following options:
● Give Final Approval For Pages: Select this option if all users have completed their reviews and the pages are ready for production. Users can no longer annotate the pages. ● Set Pages To Reviewed-OK: Select this option if you have
completed your review and have found no errors, but other users have not yet completed their reviews. Users can still annotate the pages.
Figure 1: Approving pages in Smart Review
Figure 2: Approving pages on the Pages tab
3. Click OK.
Rejecting pages or requesting corrections
You can reject pages in Smart Review or on the job's Pages tab. In Smart Review, you can also request corrections for pages.
Requirements: Your job role must include the Give Final Approval right. In Smart Review, you can reject and request corrections on only one page at a time. On the job's Pages tab, you can reject multiple pages at once.
1. If you are rejecting a page or requesting corrections in Smart Review, select the page, and click .
If you are rejecting pages on the job's Pages tab, select the pages, and click Reject.
2. Select one of the following options:
● Reject Pages: Select this option if the pages contain errors that cannot be corrected—for example, the wrong files were
uploaded. Users can no longer annotate the pages.
● Request Corrections for Page: (Only available in Smart Review) Select this option if the page contains errors that can be
corrected—for example, the text contains a typographical error. Users can no longer annotate the pages.
An e-mail notification is sent to the customer CSR or job CSR, and to anyone else who asked to receive these notifications. ● Set Page To Reviewed-Not OK: Select this option if you have
completed your review and found errors in the page, but other
users have not yet completed their reviews. Users can still annotate the pages.
Figure 3: Requesting corrections in Smart Review Figure 4: Rejecting pages on the Pages tab
3. Click OK.
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